Exencial Wealth Advisors

United States; Oklahoma City Oklahoma United States; Oklahoma United States; North America
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Investor info
Type
Institutional Investors
Stage focus
  • Seed Round
Description
Burns Advisory Group is a multi-family office based in Oklahoma City, Oklahoma. The firm is an independent Registered Investment Advisor (RIA) and provides wealth management, investment management and financial planning services such as tax planning, portfolio management, executive compensation and planning to high net-worth individuals in the southwest United States. The assets of the firm are managed by its executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
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  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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